DH
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
15 advisors
Number of Clients
871 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$876.0M
Fee Structure
Minimum Investment:None
Hourly Rate:$250/hr
Management fees for portfolio management range from 0.50% to 2.00% annually, billed quarterly in advance, based on the complexity of managing the client's assets. Financial planning is billed hourly at $250/hour, negotiable based on scope and complexity. Formidable Asset Management does not require a minimum investment amount to open and/or to maintain an account with it.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
221 E. 4th Street, Suite 2850, Cincinnati, OH, 45202
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Formidable Asset Management, LLC
April 2017 - Present · 8 yrs 9 mos
Previous Registrations
The Retirement Corporation of America
November 2009 - May 2017 · 7 yrs 6 mos
Triad Advisors, INC.Broker
January 2007 - December 2015 · 8 yrs 11 mos
The Concord Equity Group, LLCBroker
March 2005 - December 2006 · 1 yr 9 mos
Interactive Planning CORP.Broker
August 2001 - November 2004 · 3 yrs 3 mos
Fifth Third Securities, INC. Broker
March 1999 - October 2000 · 1 yr 7 mos
Fifth Third Securities, INC.Broker
January 1999 - March 1999 · 2 mos
Conseco Financial Services, INC.Broker
February 1998 - January 1999 · 11 mos
American Express Financial Advisors INC. Broker
June 1996 - January 1998 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
June 1996 - January 1998 · 1 yr 7 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.